Triumph Financial, Inc.
TFIN- Exchange
- NYSE
- Industry
- State Commercial Banks
- SEC CIK
- 0001539638
In the last 90 days, Triumph Financial, Inc. insiders filed 0 open-market purchases and 2 sales; 231 institutions reported holding it in 13F filings for Q2 2026, worth $1.77B in total; no superinvestor holds it.
Other share classesTFIN.P
13F holders, Q4 2024
Institutional positions in Triumph Financial, Inc. as of Dec 31, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 214
- +4 vs. Q3 2024
- Shares held
- 21.6M
- −108.9K (−0.5%) vs. Q3 2024
- Total value
- $1.96B
- +$236.4M (+13.7%) vs. Q3 2024
- New holders
- 24
- 69 more added
- Sold out
- 20
- 74 more reduced
Compare with Q3 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting TFIN on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 231 | $1.77B |
| Q1 2026 | 216 | $1.44B |
| Q4 2025 | 205 | $1.48B |
| Q3 2025 | 194 | $1.13B |
| Q2 2025 | 211 | $1.24B |
| Q1 2025 | 208 | $1.26B |
| Q4 2024 | 214 | $1.96B |
| Q3 2024 | 210 | $1.73B |
| Q2 2024 | 191 | $1.82B |
| Q1 2024 | 177 | $1.59B |
| Q4 2023 | 172 | $1.56B |
| Q3 2023 | 160 | $1.31B |
| Q2 2023 | 157 | $1.15B |
| Q1 2023 | 162 | $1.10B |
| Q4 2022 | 167 | $983.9M |
| Q3 2022 | 175 | $1.12B |
| Q2 2022 | 177 | $1.32B |
| Q1 2022 | 172 | $2.10B |
| Q4 2021 | 183 | $2.57B |
| Q3 2021 | 169 | $2.10B |
| Q2 2021 | 173 | $1.48B |
| Q1 2021 | 159 | $1.56B |
Institutions, Q4 2024
Shares, value and share of portfolio for each institution holding Triumph Financial, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| First Dallas Securities Inc. | 6,525 | $593.0K | 0.24% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 6,539 | $594.3K | 0.00% | +362+5.9% | Added |
| ProShare Advisors LLC | 6,657 | $605.0K | 0.00% | +2,049+44.5% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,675 | $606.6K | 0.00% | +888+15.3% | Added |
| Voya Investment Management LLC | 6,700 | $608.9K | 0.00% | −488−6.8% | Reduced |
| Jane Street Group, LLC | 6,755 | $613.9K | 0.00% | −47,076−87.5% | Reduced |
| Sovereign's Capital Management, LLC | 7,004 | $636.5K | 0.41% | +7,004 | New |
| Maryland State Retirement & Pension System | 7,401 | $672.6K | 0.01% | 00.0% | Unchanged |
| HSBC Holdings PLC | 7,571 | $689.6K | 0.00% | +4,918+185.4% | Added |
| Comerica Bank | 7,634 | $693.8K | 0.00% | −41−0.5% | Reduced |
| Gsa Capital Partners LLP | 7,974 | $725.0K | 0.05% | +7,974 | New |
| Yousif Capital Management, LLC | 8,301 | $754.4K | 0.01% | −158−1.9% | Reduced |
| First Hawaiian Bank | 8,802 | $799.9K | 0.03% | 00.0% | Unchanged |
| Kings Path Partners LLC | 9,125 | $829.3K | 0.35% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 9,340 | $848.8K | 0.01% | +9,340 | New |
| Victory Capital Management Inc | 9,662 | $878.1K | 0.00% | −86−0.9% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 9,876 | $884.0K | 0.01% | +3,419+53.0% | Added |
| Janus Henderson Group PLC | 10,269 | $932.0K | 0.00% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 10,600 | $963.3K | 0.02% | 00.0% | Unchanged |
| Amundi | 11,014 | $966.7K | 0.00% | +7,149+185.0% | Added |
| Gibbs Wealth Management | 10,718 | $974.1K | 0.26% | +1,462+15.8% | Added |
| Portside Wealth Group, LLC | 10,897 | $990.3K | 0.16% | −478−4.2% | Reduced |
| Manufacturers Life Insurance Company, The | 11,723 | $1.07M | 0.00% | −341−2.8% | Reduced |
| Corebridge Financial, Inc. | 11,761 | $1.07M | 0.01% | −919−7.2% | Reduced |
| Millennium Management LLC | 11,985 | $1.09M | 0.00% | −4,182−25.9% | Reduced |
| Norden Group LLC | 12,307 | $1.12M | 0.13% | −865−6.6% | Reduced |
| Illinois Municipal Retirement Fund | 12,326 | $1.12M | 0.02% | +252+2.1% | Added |
| State of Alaska, Department of Revenue | 12,433 | $1.13M | 0.01% | −74−0.6% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 12,574 | $1.14M | 0.00% | +467+3.9% | Added |
| Avantax Advisory Services, Inc. | 12,756 | $1.16M | 0.01% | −1,232−8.8% | Reduced |
| MetLife Investment Management | 13,320 | $1.21M | 0.01% | +946+7.6% | Added |
| US Bancorp | 13,425 | $1.22M | 0.00% | +322+2.5% | Added |
| M&T Bank Corp | 13,784 | $1.25M | 0.00% | +913+7.1% | Added |
| Price T Rowe Associates Inc | 14,198 | $1.29M | 0.00% | +1,750+14.1% | Added |
| Intech Investment Management LLC | 14,498 | $1.32M | 0.01% | +8,313+134.4% | Added |
| 49 Wealth Management, LLC | 15,000 | $1.36M | 0.19% | 00.0% | Unchanged |
| First Trust Advisors LP | 15,648 | $1.42M | 0.00% | +1,513+10.7% | Added |
| HRT Financial LP | 15,680 | $1.42M | 0.01% | −4,448−22.1% | Reduced |
| Royal Bank of Canada | 15,847 | $1.44M | 0.00% | −2,718−14.6% | Reduced |
| State of Wisconsin Investment Board | 19,076 | $1.73M | 0.00% | −4,549−19.3% | Reduced |
| JPMorgan Chase & Co | 19,187 | $1.74M | 0.00% | −51−0.3% | Reduced |
| Deutsche Bank AG | 20,633 | $1.88M | 0.00% | +6,800+49.2% | Added |
| California State Teachers Retirement System | 20,740 | $1.88M | 0.00% | −228−1.1% | Reduced |
| Tectonic Advisors LLC | 23,190 | $2.11M | 0.14% | +474+2.1% | Added |
| Eight 31 Financial LLC | 23,377 | $2.12M | 1.60% | 00.0% | Unchanged |
| Marshall Wace, LLP | 23,685 | $2.15M | 0.00% | +23,685 | New |
| Prudential Financial Inc | 22,173 | $2.18M | 0.00% | −433−1.9% | Reduced |
| John W. Rosenthal Capital Management, Inc. | 24,000 | $2.18M | 2.02% | 00.0% | Unchanged |
| Rafferty Asset Management, LLC | 24,378 | $2.22M | 0.01% | −7,000−22.3% | Reduced |
| Alliancebernstein L.P. | 24,836 | $2.26M | 0.00% | +405+1.7% | Added |
| Financial Gravity Companies, Inc. | 26,057 | $2.37M | 0.54% | +26,057 | New |
| Teachers Retirement System of the State of Kentucky | 26,474 | $2.41M | 0.02% | 00.0% | Unchanged |
| Anthracite Investment Company, Inc. | 26,844 | $2.44M | 1.22% | −4,000−13.0% | Reduced |
| Great West Life Assurance Co | 27,541 | $2.49M | 0.00% | −337−1.2% | Reduced |
| Neuberger Berman Group LLC | 28,702 | $2.61M | 0.00% | +280+1.0% | Added |
| Daiwa Securities Group Inc. | 30,269 | $2.75M | 0.01% | −1,300−4.1% | Reduced |
| Womack Financial LLC | 33,476 | $3.04M | 2.70% | +33,476 | New |
| Kennedy Capital Management, Inc. | 35,257 | $3.20M | 0.07% | −9,018−20.4% | Reduced |
| Stifel Financial Corp | 38,078 | $3.46M | 0.00% | +785+2.1% | Added |
| Sippican Capital Advisors | 40,048 | $3.64M | 2.65% | +100+0.3% | Added |
| Swiss National Bank | 43,700 | $3.97M | 0.00% | +400+0.9% | Added |
| Macquarie Group Ltd | 44,285 | $4.03M | 0.00% | −5,538−11.1% | Reduced |
| Citigroup Inc | 44,720 | $4.06M | 0.00% | +1,614+3.7% | Added |
| Alberta Investment Management Corp | 46,620 | $4.24M | 0.03% | +20,032+75.3% | Added |
| D. E. Shaw & Co., Inc. | 47,506 | $4.32M | 0.00% | +1,148+2.5% | Added |
| Barclays PLC | 49,533 | $4.50M | 0.00% | −1,792−3.5% | Reduced |
| Citadel Advisors LLC | 53,457 | $4.86M | 0.00% | +9,339+21.2% | Added |
| Invesco Ltd. | 53,925 | $4.90M | 0.00% | −6,506−10.8% | Reduced |
| Public Sector Pension Investment Board | 54,675 | $4.97M | 0.02% | +8,135+17.5% | Added |
| UBS Group AG | 56,847 | $5.17M | 0.00% | +31,908+127.9% | Added |
| UBS Asset Management Americas Inc | 57,234 | $5.20M | 0.00% | +5,782+11.2% | Added |
| Nuveen Asset Management, LLC | 58,977 | $5.36M | 0.00% | −1,084−1.8% | Reduced |
| Rhumbline Advisers | 61,508 | $5.59M | 0.01% | +1,497+2.5% | Added |
| Legal & General Group Plc | 62,973 | $5.72M | 0.00% | +2,437+4.0% | Added |
| Legato Capital Management LLC | 64,363 | $5.85M | 0.76% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 66,351 | $6.03M | 0.01% | 00.0% | Unchanged |
| First Sabrepoint Capital Management LP | 67,488 | $6.13M | 2.30% | −32,512−32.5% | Reduced |
| Norges Bank | 67,684 | $6.15M | 0.00% | −8,371−11.0% | Reduced |
| RMB Capital Management, LLC | 72,022 | $6.55M | 0.15% | +41,226+133.9% | Added |
| Susquehanna International Group, LLP | 78,548 | $7.14M | 0.01% | +51,411+189.4% | Added |
| TownSquare Capital, LLC | 78,607 | $7.14M | 0.08% | −3,600−4.4% | Reduced |
| Russell Investments Group, Ltd. | 84,476 | $7.68M | 0.01% | −11,385−11.9% | Reduced |
| SEI Investments Co | 87,569 | $7.96M | 0.01% | −2,741−3.0% | Reduced |
| Investment Management Associates Inc | 97,237 | $8.84M | 3.86% | −2,939−2.9% | Reduced |
| Principal Financial Group Inc | 107,011 | $9.73M | 0.01% | +3,219+3.1% | Added |
| Earnest Partners LLC | 111,411 | $10.1M | 0.05% | −10,004−8.2% | Reduced |
| Goldman Sachs Group Inc | 127,890 | $11.6M | 0.00% | +18,640+17.1% | Added |
| NFC Investments, LLC | 135,405 | $12.3M | 3.40% | −2,510−1.8% | Reduced |
| Bank of New York Mellon Corp | 137,532 | $12.5M | 0.00% | −3,348−2.4% | Reduced |
| Woodson Capital Management, LP | 140,000 | $12.7M | 2.41% | −56,481−28.7% | Reduced |
| Diamond Hill Capital Management Inc | 142,670 | $13.0M | 0.06% | +30,640+27.3% | Added |
| Peregrine Capital Management LLC | 145,332 | $13.2M | 0.39% | −13,215−8.3% | Reduced |
| Envestnet Asset Management Inc | 146,472 | $13.3M | 0.00% | −2,355−1.6% | Reduced |
| Hodges Capital Management Inc. | 148,435 | $13.5M | 0.81% | +44,100+42.3% | Added |
| Charles Schwab Investment Management Inc | 199,071 | $18.1M | 0.00% | +3,539+1.8% | Added |
| Banc Funds Co LLC | 222,894 | $20.3M | 2.23% | −41,349−15.6% | Reduced |
| Morgan Stanley | 225,541 | $20.5M | 0.00% | +11,730+5.5% | Added |
| Northern Trust Corp | 227,875 | $20.7M | 0.00% | +16,061+7.6% | Added |
| Wells Fargo & Company | 237,882 | $21.6M | 0.01% | −3,777−1.6% | Reduced |
| Ameriprise Financial Inc | 251,371 | $22.8M | 0.01% | −45,790−15.4% | Reduced |